See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC9 years Filed as: VALMARK ADVISERS, INC. Service code 27 130 SPRINGSIDE DRIVE · AKRON, OH 44333 | Advisory (Plan) | $24,552 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,923 |
Service code 13 41 CAMPUS DRIVE · NEW GLOUCESTER, ME 04260 | Contract Administrator | $9,834 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,712 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,790 | $55,415-10.2% | $155,509-68.0% | $74,495-33.2% |
| Participation rate | 58.5% | 61.9%-3.4pp | 78.2%-19.6pp | 67.2%-8.7pp |
| Annual return | 15.01% | 268.50%-253.5pp | 64.67%-49.7pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $1,146 | $2,267-49.4% | $4,672-75.5% | $2,623-56.3% |
| Participant deferral / active EE | $2,808 | $2,836-1.0% | $5,626-50.1% | $4,346-35.4% |
| Admin fee / account holder | $264 | $1,738-84.8% | $15,912-98.3% | $1,942-86.4% |